Planful
planful.com
Planful is the Cloud FP&A Platform for Continuous Planning. You, the FP&A team, are on the frontline rapidly planning and analyzing how to navigate your organization through frequent and complex business changes. Your expertise and skill-set are made for moments like this and we are here for you.
Keeper
keeper.app
Keeper gives accountants and bookkeepers one platform to communicate with clients, catch coding errors, manage receipts, streamline their workflows, and so much more. Powered by a 2-way sync with QuickBooks Online and Xero, Keeper connects to clients' ledger files and cuts down time spent completing the month-end close by 50%.
Numeric
numeric.io
With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting.
Modern Treasury
moderntreasury.com
Modern Treasury builds payment operations software. Use our tools through web application or API to manage the full cycle of money movement—from payment initiation, through approvals, to reconciliation.
Datarails
datarails.com
Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data consolidation, advanced visualization, reporting and AI capabilities to uncover strategic business insights.
Leapfin
leapfin.com
Every company makes decisions based on revenue data and financial performance; however, many Accounting and Finance departments need help with manual, time-consuming processes to close and report on these numbers accurately and in a timely manner. Leapfin’s continuous revenue accounting automation platform helps companies like Canva, SeatGeek, Reddit, Sports Illustrated, and Flexport close month-end faster, report accurate financials, and gain unprecedented visibility into their business. It’s the only platform that provides Accounting teams with a single source of truth for all transaction data in their business, automates revenue recognition, and reports an accurate, auditable, timely revenue summary. For more information, visit www.leapfin.com.
Workiva
workiva.com
Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva
Aleph
getaleph.com
Aleph is a spreadsheet-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in full control over how they consolidate, transform, and work with cross-system data using Excel, Google Sheets, and web-based dashboards. From annual budgeting to monthly reporting, Aleph’s no-code tools eliminate 90% of the time-consuming, error-prone busywork, allowing finance teams to focus their time and energy on more strategic work. Hundreds of businesses rely on Aleph for faster reporting, deeper insights, and better decision-making.
Juni
juni.co
The financial platform built for ecommerce. Juni makes every day easier for ecommerce businesses, helping you manage your finances and maximise cash flow — all from your smart dashboard.
Silverfin
silverfin.com
The Silverfin cloud platform enhances the delivery of accounting and tax services by creating a live client file, connected workpapers, and supported by inbuilt intelligence. With standardised and automated workflows for working papers, accounts production, corporation tax and management accounts, the platform improves compliance consistency, capacity and control. Silverfin takes financial data directly from client bookkeeping systems like Xero and Quickbooks and hosts it securely in the cloud. Then best-practice templates standardise, and automate tax and accounting workflows to make compliance easy, fast, and accurate. But that’s only half the story. Leading firms use Silverfin to power their advisory services too. Looking at data and trends, right across the client portfolio is easy and automatic alerts warn of risks or identify opportunities to give advice or sell additional services. 30% of the top 100 accounting firms use Silverfin today, managing over 50,000 client files in the cloud.
Easy Month End
easymonthend.com
Easy Month End is your ticket to a smoother month end close, faster balance sheet reconciliations, and a more efficient finance team
Plika
getplika.com
A cloud Financial Planning & Analysis solution so that you and your company can know your results and cash flows instantly. Change the way you plan, consolidate and do financial analysis. Avoid inaccurate information to make decisions, simulate your future scenarios in a simple way, and, above all, avoid large corporate IT projects with results that do not satisfy your role as CFO.
Joiin
joiin.co
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button. Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Who Uses Joiin? Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.
FloQast
floqast.com
FloQast, a Finance and Accounting Operations Platform provider created by accountants for accountants, enables organizations to operationalize accounting excellence. Trusted by more than 2,600 accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to streamline and manage the Financial Close, Finance and Accounting Operations, and Compliance Programs. With FloQast, teams can utilize the latest advancements in AI technology to manage every aspect of the month-end Close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration throughout the financial function. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.
MODLR
modlr.co
Traditional financial and operational planning is too disconnected, overly complicated and far too manual for growing businesses. For efficient and effective planning, you need a solution that's easy, powerful, and fast.
Xenett
xenett.com
Xenett is a smart cleanup tool that automatically identifies errors and inconsistencies in seconds. It simplifies the close and review process by centrally managing closing tasks, checklists, and reconciliations. Additionally, it facilitates seamless collaboration with clients to address any open items or missing information.
Consark
consark.ai
Consark offers a suite of market-leading products built for the office of the CFO. Consark is everything you need to deliver a clean, confident, and impeccable close every single time! - Reduces errors by up to 95% - Speeds up the close from weeks to days - Collaborate across teams seamlessly to expedite close tasks - Helps locate and eliminate bottlenecks You can bring your team together on one platform, gain end-to-end visibility of what’s happening in the process with powerful dashboards, enable easy, centralized and safe information flows, and accelerate accuracy and speed with automation. Consark was built by a team of finance innovators who have walked in the shoes of finance leaders. They possess an in-depth understanding of the daily challenges in finance operations. As a result, Consark adeptly simplifies your financial workflows, effortlessly alleviates routine burdens, and empowers you to focus on high-value actions that drive your business forward with confidence. To learn more, visit www.consark.ai
Nominal
nominal.so
Say goodbye to spreadsheet chaos and hello to streamlined efficiency. Nominal is the cloud-based, AI-powered financial operations platform built for mid-market companies and their accounting and finance teams. Nominal bridges the ERP gap with AI automation, turning business logic into AI-powered workflows so you can focus on strategy over spreadsheets. Our platform addresses critical challenges faced by mid-market companies: - Multi-entity Consolidation: Consolidate multiple entities and perform intercompany and elimination entries in minutes. - Close Management: Accelerate your month-end close with data-driven collaboration. - AI Generative Subledgers: Harness the power of AI to automate and streamline your subledgers, including prepaid expenses, leases, and fixed assets - Financial Data Lake: Access on-demand data that works for you. We're here to transform your financial operations, from multi-entity consolidation to month-end close - all without the headache of complex ERP customizations or endless Excel sprawl. Ready to excel without Excel? Discover how Nominal can be your new secret weapon in financial automation. Book a demo today and see how we're helping the smartest in finance move beyond spreadsheets.
LiveFlow
liveflow.io
LiveFlow is a flexible and powerful FP&A platform that syncs your QuickBooks Online data in a Google Sheets or Microsoft Excel dashboard and allows you to create live, impactful reports in minutes. LiveFlow eliminates the endless hours of manual financial reporting that keep CFOs and their teams stuck instead of driving strategic value. By automating your month-end close process from days to minutes, LiveFlow acts like your highest-performing analyst who works 24/7 with perfect accuracy. Not only does this free your team from the monthly close chaos, but it also means you can finally focus on what you actually became a CFO for – delivering insights that move your business forward. * Automate multi-currency consolidation across all your entities * Transform Excel & Google Sheets into automation powerhouses - no more manual imports, ever * Create stunning financial dashboards that speak your stakeholders' language * SOC-2 compliant, so all your data is safe. * Get up and running fast with implementation experts who've walked in your finance shoes
Simetrik
simetrik.com
Empowering FinOps, Accounting, & FP&A teams with Robust No Code & AI technology. All your external financial data (banks, gateways, etc.) replicated to your data warehouse for conciliation, traceability and cash flow in Latam.
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